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Herold Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Herold Advisors’s Portfolio IDV Stock Details IDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-620
Closed -$18K – 387
2021
Q3 		$18K Buy
+620
New +$19.9K 0.01% 524

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Herold Advisors's IDV Position: Q4 2021 in Review

Herold Advisors sold out of iShares International Select Dividend ETF (IDV) in Q4 2021, closing a stake of 620 shares — an estimated $18K sold.

Herold Advisors first reported a position in IDV in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 446 funds tracked by Wall St. Rank hold IDV as of Q4 2021.

  • Herold Advisors reported no remaining iShares International Select Dividend ETF position as of Q4 2021 after selling out during the quarter.
  • Herold Advisors sold 620 iShares International Select Dividend ETF shares in Q4 2021, an estimated $18K.
  • Herold Advisors first reported a position in iShares International Select Dividend ETF in Q3 2021 and held it in 1 quarter.
  • Herold Advisors's iShares International Select Dividend ETF position peaked at $18K in Q3 2021.
  • 446 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2021.

Based on Herold Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.